We believe that our business is really all about the quality of personal relationships – with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.
Founder & CEO
Founded in 1997, Asset Management Group is a financial firm with special focus on retirement planning, employee benefits, risk management and investment services. Our Property and Casualty Division provides a wide range of products. It offers protection for auto, home, commercial and business insurance.
The awards ceremony recognizes the spirit, creativity and resourcefulness of Washington’s brightest minority business leadership in their respective fields and shares their stores to motivate forthcoming generations of leaders.
The Chairman’s Trophy reflects an individual agency’s growth and accomplishments in business development, increased staff and financial professionals and productivity. Only a select group of general agents wins the award annually.
Jonathan Phan establishes Asset Management Group, a financial firm, in Boston, Massachusetts.
Provider of group life insurance and guaranteed issue whole life to members of the associated unions.
AMG agents assess the unique needs of their clients and work with insurance carriers to negotiate and select an array of coverage options. For this reason, people who work with us often end up with more personalized options than those who shop online or purchase directly from an insurance provider.